Group 1 - China opposes unilateral sanctions without international legal basis and urges Ukraine to correct its actions [1] - China emphasizes the importance of equal dialogue and cooperation in the upcoming US-China economic talks [2] - China firmly opposes any agreements that sacrifice its interests in trade negotiations [3] Group 2 - China expresses concern over the detention of Chinese scholars in the US and calls for an end to discriminatory practices [4][5] - China is committed to maintaining close communication with Cambodia and Thailand to promote peace and stability in the region [6]

当全球目光聚焦于7月27日至30日在瑞典斯德哥尔摩举行的第三轮中美经贸会谈时，一个更深的悬念浮 出水面：特朗普能否如愿踏上9月的访华之旅？ 谈判桌上剑拔弩张的气氛背后，是一组让美方如坐针毡的数据：2025年6月，中国对美国原油采购量戏 剧性归零，这是三年来破天荒的第一次；煤炭进口额更从去年同期的9000万美元断崖式跌至248美元。 美国财政部长贝森特7月21日接受采访时抛出一颗震撼弹——他公然宣称要将中国采购俄罗斯和伊朗石 油的议题塞进即将展开的中美贸易谈判议程。 这番赤裸裸的威胁恰似向火药桶投入火星，瞬间点燃了国际舆论场。 美国能源企业在华市场份额的蒸发速度，远超华盛顿的预料。 美财长贝森特（资料图） 贝森特的威胁直指美国精心构筑的石油美元霸权体系。他警告将对购买俄油的国家征收100%"二级关 税"，同时向欧洲施压要求协同行动。 这种以金融霸权为武器的策略，在俄乌冲突期间曾让欧洲国家被迫吞下高价购买美国能源的苦果。 但中国市场的反应给了美国当头一棒。当美国挥舞关税大棒，中国转身拥抱俄罗斯与伊朗的能源供应。 这种转向不仅是商业选择，更是对美国单边制裁的无声抗议。 复旦大学辛强教授点明关键："北京定会坚持贸易谈 ...

Group 1 - The United States has issued threats to countries cooperating with Russia, particularly targeting China and India, by proposing secondary tariffs on those purchasing Russian oil and gas [1][3] - In 2024, India imported 35% of its oil from Russia, while China's energy trade with Russia continues to expand [1] - The U.S. Republican Senator Graham proposed a radical bill to impose a 500% tariff on countries that continue to buy Russian energy without providing substantial aid to Ukraine, specifically naming China and India [3] Group 2 - India's oil minister expressed confidence that India can meet its energy needs from alternative sources if Russian oil supply is affected, citing diversification of oil suppliers from 27 to 40 countries [5] - The Russian Foreign Ministry confirmed discussions with China and India to restore the trilateral cooperation mechanism, enhancing India's position on the international stage [5][6] - China has reiterated its stance that dialogue is the only viable solution to the Ukraine crisis and opposes unilateral sanctions, indicating potential countermeasures if the U.S. implements secondary tariffs [5][6] Group 3 - Russia has shown resilience against U.S. threats, with plans to accelerate de-dollarization and increase trade settlements in local currencies with China and other countries [8] - The trend of global economic integration suggests that U.S. unilateral sanctions may lead to a backlash, diminishing its global influence [8] - Emerging countries are shifting from passive responses to actively shaping international order, as seen in India's balancing act between the U.S. and Russia and the revival of trilateral cooperation with China and Russia [8]

Group 1: Open Market Operations - The central bank conducted a 7-day reverse repurchase operation on July 21, with a fixed rate and a total amount of 170.7 billion yuan, at an interest rate of 1.40%, with the same amount being awarded [1] - On the same day, 226.2 billion yuan of reverse repos matured, resulting in a net withdrawal of 55.5 billion yuan [1] Group 2: Funding Conditions - The overnight repurchase weighted average rate (DR001) for deposit-taking institutions decreased by nearly 10 basis points, returning to around 1.35% [3] - The latest overnight financing rate in the U.S. is 4.34% [3] Group 3: Interbank Certificates of Deposit - The latest transaction rate for one-year interbank certificates of deposit among major banks is around 1.63%, showing a slight increase from the previous day [6] Group 4: Bond Market - Major interbank interest rate bonds saw yields rise across the board, with mid- to long-term bonds showing significant weakness [8] - Government bond futures closed lower across the board, with the 30-year main contract down 0.46%, the 10-year down 0.05%, the 5-year down 0.05%, and the 2-year down 0.01% [11] Group 5: Economic Policies and Developments - The Ministry of Commerce responded to the EU's sanctions against Chinese enterprises and financial institutions, urging the EU to cease its actions, which are seen as detrimental to China-EU economic relations [12] - The LPR (Loan Prime Rate) remained stable, with the one-year LPR at 3% and the five-year LPR at 3.5%, aligning with market expectations [12] - The Ministry of Commerce highlighted the promotion of e-commerce and digital business as a means to enhance consumption and economic transformation [12] Group 6: Global Macro Developments - In Japan, the ruling coalition of the Liberal Democratic Party and Komeito failed to secure a majority in the House of Councillors for the first time since its establishment in 1955, leading to internal party tensions [14] Group 7: Bond Market Events - The scale of bond index funds reached nearly 1.5 trillion yuan in Q2, with major players like Bosera, Southern, and GF exceeding 100 billion yuan [16] - The issuance of Sci-Tech bonds surpassed 760 billion yuan, with banks and ETFs actively participating [16] - Chow Tai Fook completed the issuance of an 850 million HKD convertible bond [16]

在7月21日外交部例行记者会上，有记者提问称，欧盟最新一轮对俄制裁涉及多家中国企业和银行，上 周五欧盟宣布对部分中资银行及五家中国企业实施制裁，理由是这些实体被认为与俄罗斯在乌克兰的军 事行动有关。发言人此前已就此表明立场，对此是否有进一步评论？"中国商务部发言人已就此作出了 回应。"郭嘉昆强调，中方一贯反对没有国际法依据、未经联合国安理会授权的单边制裁。在乌克兰危 机问题上，中方一直致力于劝和促谈，从未向冲突方提供致命性武器，严格管控军民两用物项出口。中 欧、中俄企业正常交往合作也不应该受到干扰和影响。郭嘉昆表示，我们敦促欧方停止在没有事实依据 的情况下，损害中国企业的合法利益，中方将采取必要措施坚决维护中国企业的正当合法权益。(环球 网) ...

Core Viewpoint - The Chinese government expresses strong dissatisfaction and resolute opposition to the European Union's decision to include certain Chinese enterprises and financial institutions in its 18th round of sanctions against Russia, emphasizing that such actions lack international legal basis and violate the consensus spirit between China and the EU [1] Group 1 - The EU's unilateral sanctions against Chinese entities are viewed as disregarding China's repeated negotiations and objections [1] - The Chinese government condemns the sanctions as unjustified, labeling the accusations against the two Chinese financial institutions as "groundless" [1] - The sanctions are believed to have a serious negative impact on China-EU economic and trade relations, as well as financial cooperation [1] Group 2 - The Chinese government urges the EU to immediately cease its erroneous actions of sanctioning Chinese enterprises and financial institutions [1] - Measures will be taken by the Chinese government to firmly protect the legitimate rights and interests of Chinese enterprises and financial institutions [1]

Core Viewpoint - The article highlights China's strong opposition to the European Union's decision to include certain Chinese enterprises and financial institutions in the sanctions list during the 18th round of sanctions against Russia, emphasizing the lack of legal basis for such actions and the negative impact on China-EU economic and financial relations [1]. Group 1 - The EU has unilaterally included Chinese enterprises and financial institutions in its sanctions list, disregarding China's repeated objections [1]. - China expresses strong dissatisfaction and resolute opposition to the sanctions imposed on its entities, labeling the accusations as baseless [1]. - The Chinese government calls for the EU to immediately cease its actions against Chinese enterprises and financial institutions, asserting that it will take necessary measures to protect their legitimate rights and interests [1].

Core Viewpoint - The article highlights China's strong opposition to the European Union's decision to include certain Chinese companies and financial institutions in the sanctions list during the 18th round of sanctions against Russia, emphasizing the lack of legal basis for such actions and the negative impact on China-EU economic and financial relations [1]. Group 1 - The EU has unilaterally included Chinese companies and financial institutions in its sanctions list, disregarding China's repeated objections [1]. - China expresses strong dissatisfaction and resolute opposition to the sanctions, labeling them as unjustified and lacking international legal basis [1]. - The actions of the EU are seen as contrary to the consensus spirit between China and the EU leaders, significantly affecting economic and financial cooperation [1]. Group 2 - China urges the EU to immediately cease its erroneous actions against Chinese enterprises and financial institutions [1]. - The Chinese government indicates that it will take necessary measures to firmly protect the legitimate rights and interests of Chinese companies and financial institutions [1].

金十数据7月21日讯，欧盟不顾中方多次交涉和反对，一意孤行，在第18轮对俄制裁中继续将部分中国 企业列入清单，并以"莫须有"的罪名制裁两家中国金融机构。中方对此强烈不满、坚决反对。中方一贯 反对没有国际法依据、未经联合国安理会授权的单边制裁。欧方做法有违中欧领导人共识精神，对中欧 经贸关系和金融合作造成严重负面影响。中方敦促欧方，立即停止列单中国企业和金融机构的错误做 法。中方将采取必要措施，坚决维护中国企业和金融机构的正当合法权益。 相关链接 商务部新闻发言人就欧盟第18轮对俄制裁列单中国企业和金融机构事答记者问 ...

Group 1 - The EU has approved a new round of sanctions against Russia, which includes banning EU operators from using the "Nord Stream" pipeline and setting a price cap for oil imports [2] - The sanctions aim to target the core of the "Russian war machine," including the banking, energy, and military industries, with a new dynamic oil price cap mechanism [2] - The sanctions will continue until the end of the Russia-Ukraine conflict, as stated by EU officials [2] Group 2 - China has expressed strong opposition to the inclusion of two Chinese financial institutions in the EU's sanctions list, calling it a severe and harmful action [1] - China has emphasized its commitment to promoting peace talks regarding the Ukraine issue and has not provided lethal weapons to any conflict parties [1] - The Chinese government has stated that it will take resolute measures to protect its legitimate rights and interests in response to the sanctions [1]